Sponsored

The Analysis of Family Office Research LLC's Holdings & P&L

Currently, Family Office Research LLC holds 75 types of securities in its portfolio with a total value $230.2M. In the most recent quarter, they have increased their positions in BALT (+44.2K shares, valued at $1.5M), METV (+2.5K shares, valued at $1.4M), FIGR (+26.4K shares, valued at $896.2K); decreased their positions in MAR (-9.2K shares, valued at $3.0M), TBIL (-36.5K shares, valued at $1.8M), JAAA (-27.5K shares, valued at $1.4M); initiated new positions in FIGR (+26.4K shares, valued at $896.2K), N/A (+28.7K shares, valued at $711.2K), IMDX (+127.3K shares, valued at $417.4K).

1M P&L

+4.7M+2.18%

3M P&L

+18.2K+0.01%

HY P&L

+19.0M+9.43%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A122.2M

60.7%

2Lodging55.8M

27.7%

3Airlines7.6M

3.8%

Top Industries by Stock Count

1N/A54 stocks

76.1%

2Software - Infrastructure3 stocks

4.2%

3Semiconductors2 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MAR MARRIOTT INTL INC NEW168.1K shares-5.21%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS39.1K shares-1.76%2026-03-312026-05-13

SMLF ISHARES TR205.4K shares1.15%2026-03-312026-05-13

MOAT VANECK ETF TRUST134.5K shares-2.55%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST323.2K shares-0.53%2026-03-312026-05-13

AVUS AMERICAN CENTY ETF TR112.4K shares0.88%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR21.0K shares-1.44%2026-03-312026-05-13

TBIL RBB FD INC231.6K shares-13.60%2026-03-312026-05-13

Sponsored

DAL DELTA AIR LINES INC109.0K shares0.00%2026-03-312026-05-13

DFIC DIMENSIONAL ETF TRUST149.8K shares-2.08%2026-03-312026-05-13

AVDE AMERICAN CENTY ETF TR49.5K shares-1.03%2026-03-312026-05-13

DFEM DIMENSIONAL ETF TRUST108.0K shares-0.33%2026-03-312026-05-13

IWV ISHARES TR9.0K shares-0.30%2026-03-312026-05-13

AVEM AMERICAN CENTY ETF TR41.1K shares-0.77%2026-03-312026-05-13

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD192.2K shares0.85%2026-03-312026-05-13

BALT INNOVATOR ETFS TRUST88.7K shares99.48%2026-03-312026-05-13

Sponsored

IJR ISHARES TR21.7K shares4.16%2026-03-312026-05-13

AVSC AMERICAN CENTY ETF TR42.1K shares-1.48%2026-03-312026-05-13

AAPL APPLE INC8.7K shares-0.05%2026-03-312026-05-13

METV LISTED FDS TR3.7K shares219.49%2026-03-312026-05-13

JAAA JANUS DETROIT STR TR39.5K shares-41.09%2026-03-312026-05-13

SMOT VANECK ETF TRUST51.5K shares-22.90%2026-03-312026-05-13

IVV ISHARES TR2.5K shares0.08%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T2.2K shares0.09%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION6.9K shares0.90%2026-03-312026-05-13

VGT VANGUARD WORLD FD1.7K shares-5.46%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares-6.49%2026-03-312026-05-13

AMZN AMAZON COM INC4.4K shares-0.72%2026-03-312026-05-13

FIGR FIGURE TECHNOLOGY SOLUTIO26.4K sharesnew addition2026-03-312026-05-13

TSLA TESLA INC2.2K shares-61.75%2026-03-312026-05-13

ICF ISHARES TR12.4K shares-0.42%2026-03-312026-05-13

AMG ETF TRUST AMG ETF TRUST28.7K sharesnew addition2026-03-312026-05-13

Sponsored

GLD SPDR GOLD TR1.6K shares0.81%2026-03-312026-05-13

VTI VANGUARD INDEX FDS2.1K shares0.28%2026-03-312026-05-13

SNSR GLOBAL X FDS18.3K shares-32.56%2026-03-312026-05-13

XT ISHARES TR9.9K shares-1.03%2026-03-312026-05-13

MGC VANGUARD WORLD FD2.9K shares0.32%2026-03-312026-05-13

CRWV COREWEAVE INC8.7K shares0.00%2026-03-312026-05-13

DBEF DBX ETF TR13.0K shares0.00%2026-03-312026-05-13

RWO SPDR INDEX SHS FDS13.6K shares-0.48%2026-03-312026-05-13

Sponsored

EFA ISHARES TR5.8K shares-1.19%2026-03-312026-05-13

JMST J P MORGAN EXCHANGE TRADED F10.9K shares0.64%2026-03-312026-05-13

IGM ISHARES TR4.5K shares-23.12%2026-03-312026-05-13

MSFT MICROSOFT CORP1.4K shares0.14%2026-03-312026-05-13

VNLA JANUS DETROIT STR TR10.5K shares0.78%2026-03-312026-05-13

SHLD GLOBAL X FDS7.1K shares53.87%2026-03-312026-05-13

IVW ISHARES TR4.3K shares-1.47%2026-03-312026-05-13

ARTY ISHARES TR10.2K shares0.01%2026-03-312026-05-13

Sponsored

PTNQ PACER FDS TR6.4K shares-5.85%2026-03-312026-05-13

ALPHABET INC ALPHABET INC1.5K shares0.07%2026-03-312026-05-13

IMDX INSIGHT MOLECULAR DIA INC127.3K sharesnew addition2026-03-312026-05-13

ETHA ISHARES ETHEREUM TR25.6K shares2.61%2026-03-312026-05-13

JPLD J P MORGAN EXCHANGE TRADED F7.7K shares0.00%2026-03-312026-05-13

ALPHABET INC ALPHABET INC1.3K shares-6.58%2026-03-312026-05-13

NVR NVR INC55 shares0.00%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION325 shares-11.44%2026-03-312026-05-13

Sponsored

IWF ISHARES TR753 shares0.00%2026-03-312026-05-13

CPAG RBB FD INC2.8K shares0.00%2026-03-312026-05-13

IVE ISHARES TR1.3K shares0.08%2026-03-312026-05-13

DFIS DIMENSIONAL ETF TRUST8.3K shares0.00%2026-03-312026-05-13

IWB ISHARES TR776 shares0.26%2026-03-312026-05-13

DE DEERE & CO477 shares-12.64%2026-03-312026-05-13

SMH VANECK ETF TRUST677 shares0.15%2026-03-312026-05-13

IJH ISHARES TR3.8K shares-11.79%2026-03-312026-05-13

Sponsored

HGER HARBOR ETF TRUST8.2K sharesnew addition2026-03-312026-05-13

ESPO VANECK ETF TRUST2.8K shares0.00%2026-03-312026-05-13

ORCL ORACLE CORP1.7K shares10.58%2026-03-312026-05-13

TSLL DIREXION SHARES ETF TRUST20.2K sharesnew addition2026-03-312026-05-13

DFAU DIMENSIONAL ETF TRUST5.4K shares0.07%2026-03-312026-05-13

BOTZ GLOBAL X FDS6.8K shares-30.91%2026-03-312026-05-13

QCOM QUALCOMM INC1.7K shares0.06%2026-03-312026-05-13

CPSL CALAMOS ETF TR7.8K sharesnew addition2026-03-312026-05-13

Sponsored

IT GARTNER INC1.3K shares0.00%2026-03-312026-05-13

ED CONSOLIDATED EDISON INC1.8K sharesnew addition2026-03-312026-05-13

CALAMOS ETF TR CALAMOS ETF TR8.4K sharesnew addition2026-03-312026-05-13

MAR

MARRIOTT INTL INC NEW

-5.21%

Shares168.1K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-1.76%

Shares39.1K

Event2026-03-31

Filed2026-05-13

SMLF

ISHARES TR

1.15%

Shares205.4K

Event2026-03-31

Filed2026-05-13

MOAT

VANECK ETF TRUST

-2.55%

Shares134.5K

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL ETF TRUST

-0.53%

Shares323.2K

Event2026-03-31

Filed2026-05-13

AVUS

AMERICAN CENTY ETF TR

0.88%

Shares112.4K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

-1.44%

Shares21.0K

Event2026-03-31

Filed2026-05-13

TBIL

RBB FD INC

-13.60%

Shares231.6K

Event2026-03-31

Filed2026-05-13

DAL

DELTA AIR LINES INC

0.00%

Shares109.0K

Event2026-03-31

Filed2026-05-13

DFIC

DIMENSIONAL ETF TRUST

-2.08%

Shares149.8K

Event2026-03-31

Filed2026-05-13

AVDE

AMERICAN CENTY ETF TR

-1.03%

Shares49.5K

Event2026-03-31

Filed2026-05-13

DFEM

DIMENSIONAL ETF TRUST

-0.33%

Shares108.0K

Event2026-03-31

Filed2026-05-13

IWV

ISHARES TR

-0.30%

Shares9.0K

Event2026-03-31

Filed2026-05-13

AVEM

AMERICAN CENTY ETF TR

-0.77%

Shares41.1K

Event2026-03-31

Filed2026-05-13

BLUEROCK PVT REAL ESTATE FD

0.85%

Shares192.2K

Event2026-03-31

Filed2026-05-13

BALT

INNOVATOR ETFS TRUST

99.48%

Shares88.7K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

4.16%

Shares21.7K

Event2026-03-31

Filed2026-05-13

AVSC

AMERICAN CENTY ETF TR

-1.48%

Shares42.1K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-0.05%

Shares8.7K

Event2026-03-31

Filed2026-05-13

METV

LISTED FDS TR

219.49%

Shares3.7K

Event2026-03-31

Filed2026-05-13

JAAA

JANUS DETROIT STR TR

-41.09%

Shares39.5K

Event2026-03-31

Filed2026-05-13

SMOT

VANECK ETF TRUST

-22.90%

Shares51.5K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

0.08%

Shares2.5K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

0.09%

Shares2.2K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

0.90%

Shares6.9K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

-5.46%

Shares1.7K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-6.49%

Shares2.0K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-0.72%

Shares4.4K

Event2026-03-31

Filed2026-05-13

FIGR

FIGURE TECHNOLOGY SOLUTIO

New

Shares26.4K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

-61.75%

Shares2.2K

Event2026-03-31

Filed2026-05-13

ICF

ISHARES TR

-0.42%

Shares12.4K

Event2026-03-31

Filed2026-05-13

AMG ETF TRUST

New

Shares28.7K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

0.81%

Shares1.6K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

0.28%

Shares2.1K

Event2026-03-31

Filed2026-05-13

SNSR

GLOBAL X FDS

-32.56%

Shares18.3K

Event2026-03-31

Filed2026-05-13

ISHARES TR

-1.03%

Shares9.9K

Event2026-03-31

Filed2026-05-13

MGC

VANGUARD WORLD FD

0.32%

Shares2.9K

Event2026-03-31

Filed2026-05-13

CRWV

COREWEAVE INC

0.00%

Shares8.7K

Event2026-03-31

Filed2026-05-13

DBEF

DBX ETF TR

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-13

RWO

SPDR INDEX SHS FDS

-0.48%

Shares13.6K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

-1.19%

Shares5.8K

Event2026-03-31

Filed2026-05-13

JMST

J P MORGAN EXCHANGE TRADED F

0.64%

Shares10.9K

Event2026-03-31

Filed2026-05-13

IGM

ISHARES TR

-23.12%

Shares4.5K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

0.14%

Shares1.4K

Event2026-03-31

Filed2026-05-13

VNLA

JANUS DETROIT STR TR

0.78%

Shares10.5K

Event2026-03-31

Filed2026-05-13

SHLD

GLOBAL X FDS

53.87%

Shares7.1K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

-1.47%

Shares4.3K

Event2026-03-31

Filed2026-05-13

ARTY

ISHARES TR

0.01%

Shares10.2K

Event2026-03-31

Filed2026-05-13

PTNQ

PACER FDS TR

-5.85%

Shares6.4K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-13

IMDX

INSIGHT MOLECULAR DIA INC

New

Shares127.3K

Event2026-03-31

Filed2026-05-13

ETHA

ISHARES ETHEREUM TR

2.61%

Shares25.6K

Event2026-03-31

Filed2026-05-13

JPLD

J P MORGAN EXCHANGE TRADED F

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-6.58%

Shares1.3K

Event2026-03-31

Filed2026-05-13

NVR

NVR INC

0.00%

Shares55

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-11.44%

Shares325

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

0.00%

Shares753

Event2026-03-31

Filed2026-05-13

CPAG

RBB FD INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

0.08%

Shares1.3K

Event2026-03-31

Filed2026-05-13

DFIS

DIMENSIONAL ETF TRUST

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

0.26%

Shares776

Event2026-03-31

Filed2026-05-13

DEERE & CO

-12.64%

Shares477

Event2026-03-31

Filed2026-05-13

SMH

VANECK ETF TRUST

0.15%

Shares677

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

-11.79%

Shares3.8K

Event2026-03-31

Filed2026-05-13

HGER

HARBOR ETF TRUST

New

Shares8.2K

Event2026-03-31

Filed2026-05-13

ESPO

VANECK ETF TRUST

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

10.58%

Shares1.7K

Event2026-03-31

Filed2026-05-13

TSLL

DIREXION SHARES ETF TRUST

New

Shares20.2K

Event2026-03-31

Filed2026-05-13

DFAU

DIMENSIONAL ETF TRUST

0.07%

Shares5.4K

Event2026-03-31

Filed2026-05-13

BOTZ

GLOBAL X FDS

-30.91%

Shares6.8K

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

0.06%

Shares1.7K

Event2026-03-31

Filed2026-05-13

CPSL

CALAMOS ETF TR

New

Shares7.8K

Event2026-03-31

Filed2026-05-13

GARTNER INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

CONSOLIDATED EDISON INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-13

CALAMOS ETF TR

New

Shares8.4K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available